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Financial Planning Consultant — Build Lasting Client Relationships

Job in Novi, Oakland County, Michigan, 48377, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services provider in Michigan seeks a Financial Consultant to engage with clients and provide comprehensive investment solutions. You will nurture relationships with an existing client base and help clients meet their retirement goals. The role requires strong interpersonal skills, relevant licenses (FINRA Series 7, 63, 65 or 66), and a commitment to delivering outstanding customer service. This position supports a hybrid work model, offering a competitive compensation package and extensive training.
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